Find a company that’s: Founder led Long-term oriented Reinvesting all profits (or more) Building network effects The income statement will look bad, will be undervalued by Wall Street every single time.
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If their work with self driving ready electric trucks takes off, the Model 3 will look like side project, approved only to help spin up production.
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So there's nothing short of musk indicted on wire fraud that would possibly cause y'all to sell. don't blame shorts (not me) when it's down 80%
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Implying I have the money to invest. I'm just here so I can pretend to be smart.
End of conversation
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Better analysis is to look at it with Model 3 post capex related to Model 3. Then Semi, Model Y. Then ?. Financial models I've seen don't really capture the leverage of cross platform utilization of capex, level of automation, vert integration. Think exponential vs linear.
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there's 1-1.5bn ebitda, maybe half left over after maintenance and taxes. The ev subsidy to buyers has been .5bn/year so without that going forward there could maybe be a few hundred million dollars surplus to reinvest per year. Is that wrong?
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